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Brendan B

Series 66

Florissant, MO

Edward Jones

Brendan Byers is a financial advisor at Edward Jones in Florissant, MO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, he worked at Wells Fargo Clearing, TD Ameritrade, and David Mason and Associates. He has also served as a police officer with the Florissant and Calverton Park Police Departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Military & Veterans Founder/Business Owner
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Jessica R

Series 66

Maryland Heights, MO

Edward Jones

Jessica Rosburg is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies through a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jaclyn N

Series 66

O'Fallon, MO

Thrivent Investment Management

Jaclyn Nelson is a Series 66-licensed financial advisor with Thrivent Investment Management, based in O'Fallon, Missouri, with three years of industry experience. Prior to her financial services career, she worked in the food service industry and also served as a temporary substitute dance teacher at Imagine Dance Project. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across various planning topics without directly managing client portfolios.

Business ownership considerations
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Jennifer G

Series 63, Series 66

Saint Charles, MO

LPL Financial

Jennifer Green is a financial advisor with LPL Financial in Saint Charles, Missouri, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with LPL Financial since 2007 and has been associated with Vantage Credit Union since 2002, where she serves as Director of Quality Assurance. Green also works as an adjunct instructor at Lindenwood University, teaching courses on investments, business law, and consumer finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, combining proprietary research and model portfolios with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Edward H

Series 66

Godfrey, IL

Morgan Stanley

Edward Hansen is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Hansen is based in Godfrey, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services utilizing structured discovery processes and advanced modeling tools.

General estate planning guidance
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Craig S

Series 63, Series 65

St. Louis, MO

Cetera

Craig Stewart is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Financial Specialists LLC, since 2002. Outside of advising, Stewart is a partner in an accounting and tax services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform that provides access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jacob B

Series 66

Jennings, MO

J.P. Morgan Securities

Jacob Brown is a financial advisor at J.P. Morgan Securities with one year of experience in the industry. He holds a Series 66 designation and previously worked at Citibank and AT&T. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Dawn W

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Dawn Walkup is a financial advisor with Edward Jones in Maryland Heights, MO, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with an advisory program managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies and related services operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ronald G

Series 63, Series 66

Maryland Heights, MO

Edward Jones

Ronald Gibbs is a financial advisor with Edward Jones in Maryland Heights, MO. He holds Series 63 and Series 66 designations and has 36 years of industry experience, spending his entire career at Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Carissa L

Series 66

Maryland Heights, MO

Edward Jones

Carissa Lambrecht is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kottia A

Series 66

Maryland Heights, MO

Edward Jones

Kottia Abernathy is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at Edward Jones in Maryland Heights, MO. She has been with Edward Jones since 2008. Outside of her advisory role, she manages marketing design and communication services through The Creative Suite LLC and oversees a cleaning service company, SimplyClean Cleaning Company, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jon N

Series 66

St Peters, MO

Edward Jones

Jon Nelle is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Nelle Enterprises LLC, a commercial real estate business in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Harsh P

CFP®, ChFC®, Series 66

Florissant, MO

Edward Jones

Harsh Patel is a CFP® and ChFC® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He is involved in a family business assisting with paperwork and holds a limited membership role in a real estate company with no active responsibilities. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Exec comp design Startup equity planning Business ownership considerations General retirement planning Founder/Business Owner Intergenerational Families
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Terry H

Series 63, Series 66

St. Louis, MO

Cambridge Investment Research Advisors

Terry Holtsclaw is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for eight years. Outside of his advisory role, he serves as the head coach of the St. Louis University men's rugby club. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory platforms with both discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas O

Series 66

Florissant, MO

Edward Jones

Thomas O'Donnell is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive Women's Finance Widow/Widower Women Professionals
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Robert H

CFP®, ChFC®, Series 63

St Charles, MO

Edward Jones

Robert Halterman is a financial advisor at Edward Jones in St. Charles, MO, holding the CFP® and ChFC® designations with 22 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he serves as an elder at Zion Lutheran Church and School and works as a statistician for Francis Howell Central boys basketball. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Grayson R

CFP®, Series 66

Chesterfield, MO

Edward Jones

Grayson Ram is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at PJ's Wine & Liquor and Cornerstone Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Executive
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Francis I

Series 66

St. Louis, MO

LPL Enterprise

Francis Imbriglia is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Qventus, ECG Management Consultants, BJC Healthcare, and Washington University in St. Louis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, and access to third-party asset management, combining these with a platform that integrates adviser programs and sales of other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Christian B

Series 66, Series 65

Saint Peters, MO

Merrill

Christian Bradford is a financial advisor with Merrill in Saint Peters, MO, holding Series 65 and Series 66 licenses and nine years of industry experience. His career includes roles at Bank of America, Wells Fargo Clearing Services, Fisher Investments, and TD Ameritrade. Outside of finance, he teaches fourth-grade Catholicism at Immaculate Conception Catholic Church in Dardenne Prairie, MO. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Christian B

Series 66

Maryland Heights, MO

Edward Jones

Christian Burrus is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has worked as a driver for rideshare and meal delivery services in the Saint Peters and Saint Charles, Missouri areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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